CDW
CDW Corp
$134.81
+1.33%
$17.0B
No data for this timeframe.
Vol
Market Cap$17.0B
Cap SizeLarge Cap
Analyst ConsensusBuy (65%)
Inst. Holders10 funds
Inst. Value$3.5B
Inst. Activity2 buys / 1 sells
Insider Activity2B / 0S
Insider Net $$2.5M
SEC Reports3
Congressional1 trades
Recent Activity
Jun 8, 2026
short_volume
Short Volume: CDW — 60.2% short (0.4M / 0.7M)
Short: 428,271 | Exempt: 21,791 | TRF Vol: 711,763 | Short Ratio: 60.2% | Off-exchange volume (dark
May 27, 2026
Insider
NELMS DAVID W bought 18,000 shares
Director @ $111.43 ($2.0M)
May 18, 2026
Insider
LEAHY CHRISTINE A bought 4,830 shares
See Remarks @ $103.40 ($499.4K)
May 13, 2026
SEC
CDW's Board authorized a $1 billion increase to its share repurchase program, incremental to the approximately $484 mill
8-K — Impact 3/10
May 11, 2026
Insider
LOCY PETER R sold 1,950 shares
See Remarks @ $0.00 ($0.00)
May 6, 2026
SEC
CDW reported Q1 2026 results with net sales of $5.68B (+9.2% YoY) and GAAP EPS of $1.82 (+7.9% YoY), while non-GAAP EPS
8-K — Impact 4/10
May 1, 2026
SEC
CDW filed an 8-K to disclose a realignment of its segment reporting structure effective January 1, 2026, creating three
8-K — Impact 2/10
Inst.
NORGES BANK — NEW
770,093 shares ($104.9M)
Price Targets
$147.30
+10.5% upside
Buy
Current $133.33
Low $123.00
Median $144.50
High $195.00
10 analysts
$123.00
$195.00
Analyst Ratings
4Strong Buy
7Buy
6Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 27, 2026 | JP Morgan | UPGRADE | Neutral → Overweight |
| May 8, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| May 7, 2026 | UBS | MAINTAIN | Buy → Buy |
| May 7, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| May 7, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.77 ▲ +0.9% | $2.69 — $2.81 | 7% YoY | 10 |
| Next Q | $2.86 ▲ +2.3% | $2.69 — $3.17 | 6% YoY | 10 |
| Current FY | $10.65 ▲ +1.1% | $10.17 — $11.19 | 6% YoY | 10 |
| Next FY | $11.62 ▲ +2.5% | $11.10 — $12.94 | 9% YoY | 10 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $2.4B | — |
| MORGAN STANLEY | $274.1M | TRIM |
| Mawer Investment Management Ltd. | $243.4M | — |
| BANK OF AMERICA CORP | $133.1M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $115.5M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 27, 2026 | NELMS DAVID | BUY | $2.0M |
| May 18, 2026 | LEAHY CHRISTINE | BUY | $499.4K |
| May 11, 2026 | LOCY PETER | A | $0.00 |
| May 11, 2026 | TAN HANG | A | $0.00 |
| Apr 1, 2026 | NELMS DAVID | A | $0.00 |
Congressional Trades
1 members: 0 buys, 1 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| April McClain | D | SELL | $1,001 - $15,000 |
10 institutional holders with $3.5B total value (25,535,179 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, Mawer. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 17,439,124 | $2.4B | 68.3% | — |
| 2 | MORGAN STANLEY | 2,012,657 | $274.1M | 7.9% | TRIM -55.3% |
| 3 | Mawer Investment Management Ltd. | 1,786,808 | $243.4M | 7.0% | — |
| 4 | BANK OF AMERICA CORP /DE/ | 977,277 | $133.1M | 3.8% | — |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 847,754 | $115.5M | 3.3% | NEW |
| 6 | NORGES BANK | 770,093 | $104.9M | 3.0% | NEW |
| 7 | FMR LLC | 552,735 | $75.3M | 2.2% | TRIM -41.5% |
| 8 | TWO SIGMA INVESTMENTS, LP | 551,341 | $75.1M | 2.2% | DOUBLED +132.3% |
| 9 | WELLS FARGO & COMPANY/MN | 368,892 | $50.2M | 1.4% | ADD +97.2% |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 228,498 | $31.1M | 0.9% | DOUBLED +797.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 770,093 | — | $104.9M | 2025-Q4 |
| FMR LLC | TRIM | 944,783 | 552,735 | -41.5% | $75.3M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 237,378 | 551,341 | +132.3% | $75.1M | 2025-Q4 |
| MORGAN STANLEY | TRIM | 5,314,681 | 2,374,940 | -55.3% | $378.3M | 2025-Q3 |
| UBS Group AG | ADD | 483,247 | 763,810 | +58.1% | $121.7M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 32,698 | 293,298 | +797.0% | $46.7M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 24,738 | 237,378 | +859.6% | $37.8M | 2025-Q3 |
| NORGES BANK | EXIT | 695,291 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 695,291 | — | $124.2M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 212,132 | 418,308 | +97.2% | $74.7M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 32,698 | — | $5.8M | 2025-Q2 |
| UBS Group AG | TRIM | 1,217,179 | 543,743 | -55.3% | $87.1M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 124,171 | 212,132 | +70.8% | $34.0M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 164,296 | 22,640 | -86.2% | $3.6M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 149,798 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | EXIT | 832,142 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 404,090 | 1,217,179 | +201.2% | $211.8M | 2024-Q4 |
| NORGES BANK | ADD | 629,227 | 832,142 | +32.2% | $144.8M | 2024-Q4 |
| CITADEL ADVISORS LLC | DOUBLED | 169,304 | 462,553 | +173.2% | $80.5M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 149,798 | — | $26.1M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 191,110 | 124,171 | -35.0% | $21.6M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 775,240 | — | $175.4M | 2024-Q3 |
18 unique insiders with 2 transactions. Net insider value: $2.5M ($2.5M bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 27, 2026 | NELMS DAVID W | Director | BUY | 18,000 | $111.43 | $2.0M |
| May 18, 2026 | LEAHY CHRISTINE A | See Remarks | BUY | 4,830 | $103.40 | $499.4K |
| May 11, 2026 | LOCY PETER R | See Remarks | A | 1,950 | $0.00 | $0.00 |
| May 11, 2026 | TAN HANG | See Remarks | A | 33,802 | $0.00 | $0.00 |
| Apr 1, 2026 | NELMS DAVID W | Director | A | 236 | $0.00 | $0.00 |
| Apr 1, 2026 | Swedish Joseph | Director | A | 236 | $0.00 | $0.00 |
| Mar 19, 2026 | Sanderson Katherine Elizabeth | See Remarks | F | 8.22 | $120.74 | $992.48 |
| Mar 16, 2026 | Sanderson Katherine Elizabeth | See Remarks | F | 2,204.59 | $116.16 | $256.1K |
| Mar 12, 2026 | LEAHY CHRISTINE A | See Remarks | F | 4,872.52 | $118.91 | $579.4K |
| Mar 12, 2026 | MIRALLES ALBERT JOSEPH JR | See Remarks | F | 2,036.19 | $118.91 | $242.1K |
| Mar 12, 2026 | Sanderson Katherine Elizabeth | See Remarks | F | 644.65 | $118.91 | $76.7K |
| Mar 12, 2026 | LOCY PETER R | See Remarks | F | 112.07 | $118.91 | $13.3K |
| Mar 12, 2026 | CONNELLY ELIZABETH H. | See Remarks | F | 1,372.9 | $118.91 | $163.3K |
| Mar 12, 2026 | KULEVICH FREDERICK J. | See Remarks | F | 1,173.62 | $118.91 | $139.6K |
| Mar 10, 2026 | Jones Marc Ellis | Director | A | 22.43 | $0.00 | $0.00 |
| Mar 10, 2026 | Swedish Joseph | Director | A | 30.54 | $0.00 | $0.00 |
| Mar 10, 2026 | CLARIZIO LYNDA M | Director | A | 13.61 | $0.00 | $0.00 |
| Mar 10, 2026 | ADDICOTT VIRGINIA C. | Director | A | 92.37 | $0.00 | $0.00 |
| Mar 10, 2026 | BELL JAMES A | Director | A | 113.16 | $0.00 | $0.00 |
| Mar 10, 2026 | CONNELLY ELIZABETH H. | See Remarks | A | 106.92 | $0.00 | $0.00 |
| Mar 10, 2026 | Foxx Anthony R | Director | A | 33.43 | $0.00 | $0.00 |
| Mar 10, 2026 | LOCY PETER R | See Remarks | A | 10.54 | $0.00 | $0.00 |
| Mar 10, 2026 | NELMS DAVID W | Director | A | 163.68 | $0.00 | $0.00 |
| Mar 10, 2026 | MEHROTRA SANJAY | Director | A | 19.08 | $0.00 | $0.00 |
| Mar 10, 2026 | LEAHY CHRISTINE A | See Remarks | A | 363.77 | $0.00 | $0.00 |
| Mar 10, 2026 | KULEVICH FREDERICK J. | See Remarks | A | 80.88 | $0.00 | $0.00 |
| Mar 10, 2026 | ZARCONE DONNA F | Director | A | 78.98 | $0.00 | $0.00 |
| Mar 10, 2026 | MIRALLES ALBERT JOSEPH JR | See Remarks | A | 133.8 | $0.00 | $0.00 |
| Mar 10, 2026 | Kumar Mukesh | See Remarks | A | 107.7 | $0.00 | $0.00 |
| Mar 10, 2026 | Sanderson Katherine Elizabeth | See Remarks | A | 104.96 | $0.00 | $0.00 |
| Mar 10, 2026 | Grier Kelly J | Director | A | 13.61 | $0.00 | $0.00 |
| Mar 5, 2026 | ADDICOTT VIRGINIA C. | Director | A | 1,609 | $0.00 | $0.00 |
| Mar 5, 2026 | Jones Marc Ellis | Director | A | 1,609 | $0.00 | $0.00 |
| Mar 5, 2026 | Kumar Mukesh | See Remarks | A | 11,024 | $0.00 | $0.00 |
| Mar 5, 2026 | MIRALLES ALBERT JOSEPH JR | See Remarks | A | 13,700 | $0.00 | $0.00 |
| Mar 5, 2026 | CLARIZIO LYNDA M | Director | A | 1,609 | $0.00 | $0.00 |
| Mar 5, 2026 | BELL JAMES A | Director | A | 1,609 | $0.00 | $0.00 |
| Mar 5, 2026 | MEHROTRA SANJAY | Director | A | 1,609 | $0.00 | $0.00 |
| Mar 5, 2026 | Foxx Anthony R | Director | A | 1,609 | $0.00 | $0.00 |
| Mar 5, 2026 | Swedish Joseph | Director | A | 1,609 | $0.00 | $0.00 |
| Mar 5, 2026 | NELMS DAVID W | Director | A | 1,609 | $0.00 | $0.00 |
| Mar 5, 2026 | Grier Kelly J | Director | A | 1,609 | $0.00 | $0.00 |
| Mar 5, 2026 | ZARCONE DONNA F | Director | A | 1,609 | $0.00 | $0.00 |
| Mar 5, 2026 | Sanderson Katherine Elizabeth | See Remarks | A | 7,797 | $0.00 | $0.00 |
| Mar 5, 2026 | LOCY PETER R | See Remarks | A | 660 | $0.00 | $0.00 |
| Mar 5, 2026 | LEAHY CHRISTINE A | See Remarks | A | 40,029 | $0.00 | $0.00 |
| Mar 5, 2026 | CONNELLY ELIZABETH H. | See Remarks | A | 11,880 | $0.00 | $0.00 |
| Mar 5, 2026 | KULEVICH FREDERICK J. | See Remarks | A | 8,263 | $0.00 | $0.00 |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 3.0/10.
NEUTRAL
8-K
3/10
CDW's Board authorized a $1 billion increase to its share repurchase program, incremental to the app
May 13, 2026
NEUTRAL
8-K
4/10
CDW reported Q1 2026 results with net sales of $5.68B (+9.2% YoY) and GAAP EPS of $1.82 (+7.9% YoY),
May 6, 2026
NEUTRAL
8-K
2/10
CDW filed an 8-K to disclose a realignment of its segment reporting structure effective January 1, 2
May 1, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (65% buy). Based on 17 analysts: 4 strong buy, 7 buy, 6 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$147.30 mean target
+10.5% upside
Buy (1.82)
$123.00 Low
$195.00 High
| Metric | Value |
|---|---|
| Current Price | $133.33 |
| Target Low | $123.00 |
| Target Mean | $147.30 |
| Target Median | $144.50 |
| Target High | $195.00 |
| # Analysts | 10 |
| Recommendation | Buy (1.82) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$2.77 | $2.69 | $2.81 | 6.7% | +0.9% | 5↑ 3↓ | $6.2B | 3.7% | 10 |
| Next Q 2026-09-30 |
$2.86 | $2.69 | $3.17 | 5.7% | +2.3% | 6↑ 1↓ | $6.0B | 3.7% | 10 |
| Current FY 2026-12-31 |
$10.65 | $10.17 | $11.19 | 6.3% | +1.1% | 7↑ 2↓ | $23.3B | 4.1% | 10 |
| Next FY 2027-12-31 |
$11.62 | $11.10 | $12.94 | 9.1% | +2.5% | 8↑ 1↓ | $24.2B | 3.6% | 10 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.773 | |
| 7d ago | $2.770 | +0.003 |
| 30d ago | $2.750 | +0.024 |
| 60d ago | $2.724 | +0.049 |
| 90d ago | $2.724 | +0.049 |
6 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 27, 2026 | JP Morgan | UPGRADE | Neutral | Overweight |
| May 8, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| May 7, 2026 | UBS | MAINTAIN | Buy | Buy |
| May 7, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| May 7, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| May 7, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Feb 5, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Feb 5, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Feb 5, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 5, 2026 | UBS | MAINTAIN | Buy | Buy |
| Feb 5, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 20, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Jan 20, 2026 | Morgan Stanley | DOWNGRADE | Overweight | Equal-Weight |
| Dec 17, 2025 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 7 | 6 | 0 | 0 | 65% | |
| May 1, 2026 | 4 | 6 | 7 | 0 | 0 | 59% | |
| Apr 1, 2026 | 4 | 6 | 7 | 0 | 0 | 59% | |
| Mar 1, 2026 | 4 | 6 | 7 | 0 | 0 | 59% | |
| Feb 1, 2026 | 3 | 8 | 6 | 0 | 0 | 65% | |
| Jan 1, 2026 | 3 | 9 | 5 | 0 | 0 | 71% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 24, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | CDW Corp | Mar 11, 2026 (16d) |
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 8, 2026
short_volume
Short Volume: CDW — 60.2% short (0.4M / 0.7M)
Short: 428,271 | Exempt: 21,791 | TRF Vol: 711,763 | Short Ratio: 60.2% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: CDW — 57.1% short (0.6M / 1.1M)
Short: 623,130 | Exempt: 4,032 | TRF Vol: 1,091,857 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: CDW — 59.2% short (0.7M / 1.2M)
Short: 729,406 | Exempt: 356 | TRF Vol: 1,232,136 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: CDW — 56.3% short (0.3M / 0.5M)
Short: 294,710 | Exempt: 7,098 | TRF Vol: 523,256 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: CDW — 62.9% short (0.4M / 0.6M)
Short: 390,015 | Exempt: 155 | TRF Vol: 620,353 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: CDW — 2.2M shares, 50,746 trades
Week starting 2026-05-18. Total ATS volume: 2,236,036 shares across 50,746 trades.
May 13, 2026
short_volume
Short Volume: CDW — 57.3% short (0.5M / 0.8M)
Short: 483,097 | Exempt: 27 | TRF Vol: 843,317 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: CDW — 65.7% short (1.0M / 1.5M)
Short: 1,016,379 | Exempt: 5,739 | TRF Vol: 1,546,901 | Short Ratio: 65.7% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: CDW — 4.5M shares, 80,535 trades
Week starting 2026-05-11. Total ATS volume: 4,473,027 shares across 80,535 trades.
May 8, 2026
short_volume
Short Volume: CDW — 63.0% short (0.7M / 1.1M)
Short: 674,151 | Exempt: 0 | TRF Vol: 1,070,306 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: CDW — 56.4% short (1.0M / 1.8M)
Short: 1,014,315 | Exempt: 18,288 | TRF Vol: 1,798,890 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: CDW — 62.9% short (1.7M / 2.8M)
Short: 1,743,243 | Exempt: 43,689 | TRF Vol: 2,772,893 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
CDW Q1 2026 Earnings Before Market Open — 2026-05-06
May 6, 2026
short_interest
FTD: CDW — 12,665 shares ($1.7M) failed to deliver
Settlement: 20260506, Price: $136.80, FTD Value: $1,732,572, CDW COPR COM STK (DE)
May 5, 2026
short_volume
Short Volume: CDW — 59.5% short (0.5M / 0.9M)
Short: 548,434 | Exempt: 434 | TRF Vol: 921,113 | Short Ratio: 59.5% | Off-exchange volume (dark pool + OTC)